Invoicing, CRM and HR for digital marketing agencies
Last reviewed by the Agency Cloud team at Nilede Technologies
Short answer
Digital marketing agencies live on monthly retainers, quick proposals and small teams. Agency Cloud sends retainer invoices automatically, chases late payments, tracks leads with follow-ups, and lets clients sign proposals online. Your team checks in, requests leave and gets payslips in the same app, all for one flat monthly price.
- Retainers that invoice themselves every month
- Retainer and service contract proposal formats
- Lead pipeline with follow-ups
- Attendance, leave and payroll for the team
How does a new client go from pitch to first invoice?
Add the lead, send a retainer proposal, and the client signs it online. Convert the lead to a customer, make the first invoice and set it to repeat monthly. Payment reminders follow up if it is late.
Questions
Can I bill clients in other countries?
Yes. Invoices can be in each customer’s currency, and taxes are rates you set.